Sales Ended

Retirement Income and Tax Planning Seminar

Event Information

Share this event

Date and Time

Location

Location

Rotary Summit Center

88 S 4th Street

7th Floor (top floor)

San Jose, CA 95112

View Map

Event description

Description

Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.

Please join us for our Retirement Income and Tax Planning Seminar.* Chad Burton, CFP®, will discuss:

    • Minimizing taxes in retirement after the 2017 tax reform
    • Transitioning your portfolio from the accumulation phase to the income phase
    • Choosing the right accounts to draw from first
    • Minimizing your retirement income taxes
    • Selecting optimal Social Security strategies
    • Discerning good and bad retirement products
    • Managing IRAs and 401(k)s in retirement
    • Measuring risk in your portfolio
    • Protecting your estate from long-term-care costs

    In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.



    *Please note: Strategies discussed in these seminars are appropriate for individuals with $500,000 or more in assets.


    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    Date and Time

    Location

    Rotary Summit Center

    88 S 4th Street

    7th Floor (top floor)

    San Jose, CA 95112

    View Map

    Save This Event

    Event Saved